New Client Inquiry

Thank you for your interest in partnering with us.

This questionnaire is the most important first step in our mutual discovery process. The information you provide allows us to fully understand your unique situation and develop a strategic tax plan tailored to your specific circumstances.

Once submitted, our team will review your application to ensure we are a good fit for your needs and to confirm our current availability. We will then reply within 1-2 business days with a service estimate and the next steps in our onboarding process.

Please note that our turnaround during peak season is several weeks. Clients who engage late in the season, or who are not quick to respond to our communications, should expect that filing an extension will be the necessary course of action.

Tax Services Oahu

3049 Ualena Street Suite #415

Honolulu, Hawaii 96819

By Appointment Only